Mount Yale Investment Advisors’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Buy |
18,891
+2,176
| +13% | +$103K | 0.07% | 227 |
|
|
2025
Q1 | $691K | Buy |
16,715
+258
| +2% | +$10.7K | 0.06% | 262 |
|
|
2024
Q4 | $598K | Sell |
16,457
-2,886
| -15% | -$105K | 0.05% | 311 |
|
|
2024
Q3 | $708K | Sell |
19,343
-1,825
| -9% | -$66.8K | 0.07% | 268 |
|
|
2024
Q2 | $655K | Sell |
21,168
-542
| -2% | -$16.8K | 0.05% | 293 |
|
|
2024
Q1 | $662K | Buy |
21,710
+9,561
| +79% | +$292K | 0.05% | 298 |
|
|
2023
Q4 | $356K | Sell |
12,149
-4,426
| -27% | -$130K | 0.03% | 379 |
|
|
2023
Q3 | $521K | Buy |
16,575
+855
| +5% | +$26.9K | 0.06% | 300 |
|
|
2023
Q2 | $522K | Buy |
15,720
+2,961
| +23% | +$98.3K | 0.06% | 298 |
|
|
2023
Q1 | $448K | Sell |
12,759
-10,644
| -45% | -$374K | 0.05% | 313 |
|
|
2022
Q4 | $936K | Sell |
23,403
-2,545
| -10% | -$102K | 0.11% | 194 |
|
|
2022
Q3 | $921K | Buy |
25,948
+1,658
| +7% | +$58.8K | 0.12% | 179 |
|
|
2022
Q2 | $1.04M | Buy |
24,290
+5,449
| +29% | +$234K | 0.13% | 170 |
|
|
2022
Q1 | $794K | Buy |
18,841
+3,906
| +26% | +$165K | 0.09% | 235 |
|
|
2021
Q4 | $559K | Buy |
14,935
+1,469
| +11% | +$55K | 0.06% | 279 |
|
|
2021
Q3 | $475K | Buy |
+13,466
| New | +$475K | 0.05% | 295 |
|
|
2018
Q4 | – | Sell |
-3,206
| Closed | -$145K | – | 374 |
|
|
2018
Q3 | $145K | Buy |
3,206
+474
| +17% | +$21.4K | 0.03% | 339 |
|
|
2018
Q2 | $138K | Buy |
2,732
+165
| +6% | +$8.34K | 0.03% | 369 |
|
|
2018
Q1 | $148K | Buy |
+2,567
| New | +$148K | 0.03% | 337 |
|